Investment Returns
Property Name | Type | Purpose | Relation | Hide Property |
Name | Title | / | Always Show | |
Sale Date | Date | / | Always Show | |
Why Did You Make This Change? | Text | / | Always Show | |
Change in Portfolio | Number | / | Always Show | |
Value/Share On Sale Date | Number | / | Always Show | |
Value/Share On Original Purchases | Rollup | Always Show | ||
Growth | Formula | / | Always Show | |
Realized Gain/Loss | Formula | / | Always Show | |
Portfolio | Relation | Investment Portfolio | Always Show | |
Conversational Bot | Formula | / | Always Show |
Template Name | Properties Auto-Filled | Purpose |
/ | / | / |
Synced View | Purpose | Views |
[Investment Returns] At A Glance | See all your investment holdings at a glance. | - Monthly Summary (Table)
- Monthly Summary (Table) |
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